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本基金首要投資於以美元為單位之貨幣市場工具、反向再買回協議及存款。本基金屬於富達永續發展型基金家族,採用永續發展重點策略,如部分公開說明書「1.3.2(b)富達永續發展型基金家族」一節所述,在此策略下基金淨資產至少 70%將投資於被視為保有永續發展特色之證券。本基金採主動式管理且不參考指數。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Christopher Ellinger | - | 2019 | now |
Timothy Foster | Portfolio Manager | 2019 | now |
自傳 | Tim Foster is a Portfolio Manager within Fidelity's London-based fixed income team. He manages over $10bn of money market and short term bond funds. These include 4 classes of the Fidelity Institutional Liquidity Fund (US Dollars, Euros, Sterling and Canadian Dollars), Fidelity Funds US Dollar Cash Fund, Fidelity Funds Euro Cash Fund, Fidelity Funds Sterling Cash Fund, Fidelity Funds Australian Dollar Cash Fund, FFII US Dollar Currency Fund, Fidelity Gross Accumulating Cash Fund, Cash Unit Trust and Cash ISA Unit Trust. Tim joined Fidelity in 2003 as a Quantitative Analyst and progressed to become a Portfolio Manager in 2007. Tim has a BA, MSci in Natural Sciences from Cambridge University and is a CFA charter holder. He also has a Certificate in Quantitative Finance. | ||
Timothy Foster | Portfolio Manager | 2008 | 2019 |
自傳 | Tim Foster is a Portfolio Manager within Fidelity's London-based fixed income team. He manages over $10bn of money market and short term bond funds. These include 4 classes of the Fidelity Institutional Liquidity Fund (US Dollars, Euros, Sterling and Canadian Dollars), Fidelity Funds US Dollar Cash Fund, Fidelity Funds Euro Cash Fund, Fidelity Funds Sterling Cash Fund, Fidelity Funds Australian Dollar Cash Fund, FFII US Dollar Currency Fund, Fidelity Gross Accumulating Cash Fund, Cash Unit Trust and Cash ISA Unit Trust. Tim joined Fidelity in 2003 as a Quantitative Analyst and progressed to become a Portfolio Manager in 2007. Tim has a BA, MSci in Natural Sciences from Cambridge University and is a CFA charter holder. He also has a Certificate in Quantitative Finance. | ||
Marc Wait | Portfolio Manager | 2002 | 2008 |
自傳 | Marc Wait is a Chartered Financial Analyst with 10 years of investment experience. He joined Fidelity in 2002 as a portfolio manager and currently manages a number of Fidelity cash and currency funds. | ||
Andrew D. Wells | - | 1997 | 2002 |
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